Box

Reading the tech press you might get the sense that The Enterprise is something they are sort of forced to write about because it’s having a good run. We had a great Consumer run, a nice set of Multi-Billion Dollar deals around Social Networking, a WhatsApp/Snapchat fad around mobile messaging, an Alibaba, Instacart, Fab-ulous e-commerce […]

TechCrunch recently published a short post we did explaining why now, Box will clearly get to $1,000,000,000 in ARR, once it IPOs. There’s so much controversy around the space, and Box. But for us SaaStr’s, its just an example of how recurring revenue models work at scale. No matter what the product does, really. The […]

While I did my own post on the Box S-1, I also noticed that fellow CEO blogger, Tien Tzuo of Zuora, had done a post of his own with the catchy title These Numbers Show That Box CEO Aaron Levie is a Genius. I saw the post, clipped it to Evernote, and I decided to read […]

NBC was kind enough to have us back on Press:Here (right after Meet-the-Press) to discuss DropBox’s almost-$1-billion in debt and equity raised this year, Box’s IPO, and beyond that, just what’s Going On in the Enterprise these days. My overall answer: there’s current a Lack of Fear, notwithstanding the (relatively modest) market correction in ’14. […]

I’m pretty busy this week so I was hoping not to dive into the Box S-1, but David Cummings’ excellent summary served only to whet, as opposed to satiate, my appetite. Perhaps it was the $168M FY14 operating loss. Maybe it was the $380M in financing raised during the last three years. Or the average quarterly burn rate […]

Salesforce Seeks To Tackle Digital Business At Dreamforce Over 125,000 virtual and physical registrants descend on San Francisco the week of November 17th for Dreamforce 13, a future of technology meets SXSW event. One day in advance of the largest enterprise software event of its kind, Salesforce.com announces Salesforce 1 (see Figure 1). The Salesforce […]

Past Oracle Open Worlds Have Disappointed Customers and Partners Let’s be frank. The past five years at Oracle Open World have disappointed even the faithful. The over emphasis on hardware marketing and revisionist history on cloud adoption bored audiences. The $1M paid advertorial keynotes had people walking out on the presenters 15 minutes into the […]

Non-US Based Organizations And Even Some US Organizations Will Not Tolerate Snooping In A Post PRISM World Since the Edward Snowden PRISM revelations, Constellation has received a steady stream of inquiries on cloud strategy. In fact, nervousness runs high among many non-US based companies using services from US based cloud companies across the cloud stack. […]

“Box is becoming a verb in Schneider,” said Hervé Coureil, chief information officer at Schneider Electric, speaking in London today about the company’s pilot implementation of the Box collaboration platform. People have started saying, “Oh I’ll Box it for you” when they plan to share a file with colleague. The 140,000-employee energy management company is […]

In the emerging enterprise application landscape, collaboration is the business activity most transformed by cloud. The revolution in outcomes is far greater than those wrought by earlier technology-driven advances in global teamwork, such as the telephone, air travel and satellite communications. The Web is the first medium that provides a unified platform for every form […]